See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,978 | $95,803-75.0% | $113,168-78.8% | $84,808-71.7% |
| Participation rate | 32.5% | 72.9%-40.4pp | 76.6%-44.1pp | 68.3%-35.8pp |
| Annual return | 25.34% | 25.00%+0.3pp | 24.27%+1.1pp | 40.90%-15.6pp |
| Employer contribution / active EE | $1,339 | $2,360-43.3% | $2,975-55.0% | $2,631-49.1% |
| Participant deferral / active EE | $2,638 | $4,242-37.8% | $5,107-48.4% | $4,212-37.4% |
| Admin fee / account holder | $953 | $8,989-89.4% | $12,068-92.1% | $7,344-87.0% |